Daily tracking
A log for each service with date, office, action taken and attached files. Progress and status are updated in one place.
Procedures, consulting and professional services
Full control of your Services and Procedures
Track every service you perform for your clients at notaries, tax offices, immigration, municipalities or any institution: who handles it, which step it is at, which documents you received, how much was spent and when it is due. Ideal for law and accounting firms, procedure agents and consultancies.
Requires prior authorized access from the Business module.
Due dates and alerts
Deadlines and recurring obligations (monthly or consulting), with warnings for what is due in 7 days and what is already overdue.
Client documents
A record of every document received or delivered (powers of attorney, deeds, certified copies): from which client, for which service and who received it.
Petty cash and receipts
Income and expenses of each service with its balance, and numbered receipts automatically recorded in Accounting.
Control dashboard
Each person in charge sees their services; management sees the whole team's:
- Open services by status and by person in charge.
- Most frequent services and services started per month.
- Income and expenses for the period.
- Upcoming due dates and overdue services.
Integrated with all of MisterSofts
No duplicate records: Service Control uses the same data as the rest of the ERP.
Sales
Clients shared with Sales, with their acronym and legal data.
HR
Staff and people in charge from Human Resources.
Accounting
Receipts visible to the accounting team in Accounting.
Business
Company signatures and details from the Business module.
20+
More than 20 ready-made reports
Overdue or upcoming services, workload per person, tracking by client or by date range, petty cash balances, obligations by due date and periodic reports (weekly, monthly and half-yearly), ready to print or export.